Shai Pilgrim
London
Summary
Detail-oriented and highly organised individual within Data with nearly three years of experience in data management, analysis, and coordination. Proficient in database systems, data entry, quality control, developing reporting structures, and delivering actionable insights to stakeholders. Strong analytical skills with a solid understanding of data integrity and security. Adept at using Power BI and collaborating with cross-functional teams to ensure data accuracy and support organisational goals.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work history
CRM administrator
Chatham House
London, Greater London
03.2025 - Current
- Providing CRM training & onboarding for new joiners.
- Interacting with all levels of the business by serving as the primary point of contact for all CRM requests.
- Prepared monthly financial reconciliation reports by pulling data from various sources such as Power BI, Gocradless, and the CRM to be put into a single Excel document. I would use tools such as Power Query to analyse and clean the data.
- Collaborated with department heads to identify and encourage best practices for more effective CRM usage.
- Working with the head of IT and Finance to integrate Business Central.
- Managing data entry, storage and retrieval within CRM.
- Utilised Topdesk ticketing system to manage, prioritise, and track project-related tasks and service requests..
- Produced the Gift Aid report by exporting data from the CRM to Excel to go through the data life cycle before being passed to finance.
- Led the offboarding process to ensure compliance and proper system access removal.
- Updating training materials guides for use by the wider business, to help users understand and use the system effectively.
- Managing security access within the CRM for individuals and teams, giving access to various parts of the CRM when required.
- Carrying out bulk deletion, both one-off and recurring
- Exporting and importing large sets of data to and from Excel, to be analysed.
- Utilising XRM Tool Box to carry out Bulk projects.
Group Data Integrity & Reporting Coordinator (Ops)
Oakleaf Group
London and New York
11.2022 - 02.2025
- A data lead role reporting directly to the COO, working for the group and interacting with national and international stakeholders.
- Designed and implemented new data collection and reporting processes, capitalising on Mercury's current system features and increasing candidate and client data quality by 20%.
- Collaborate with IT and other departments to implement data management best practices.
- Worked closely with the Managing Director of the US office to qualify and analyse extensive datasets of previous market trends, incorporating data from colleagues and third-party sources. This analysis enabled the business to make informed decisions and significantly improved placement efficiency for the New York team, resulting in a 15% rise in placements.
- Improved the financial team's productivity by developing Power BI dashboards that integrated Business Central data.
- Provided staff training and guidance on data entry protocols, leading to an increase in data accuracy and accountability.
- Produced a Job board Excel document analysing different revenue streams on a year-to-year basis to present to the senior leadership team, highlighting the profit margins of each stream, leading to the reduction in overhead cost by £10,000
- Built Power BI dashboards utilising the XRM toolbox(Power Query Builder) to create interactive KPI dashboards that are updated in real-time. Allowing international and national stakeholders to track KPIs effectively.
- Partnered with the head of marketing to segment customer data for targeted campaigns, enhancing engagement and ROI.
- Developed cloud flows in Power Automate to streamline placement approvals within the database, boosting cash flow consistency.
- Successfully implemented a cross-functional reporting system that can be accessed by all consultants, enhancing interdepartmental collaboration.
- Carried out integration table mapping within Business Central to ensure the correct data fields are synchronised in the right direction between Business Central and the database, whether one direction or bidirectional.
- Managed multiple databases, Excel and Power BI files, performed weekly and monthly data validation to ensure accuracy, verified and entered data as needed, and guided it through the data lifecycle, transforming raw data into an analysable format.
- Carrying out various data ad hoc requests.
Data Coordinator
Oakleaf TRS (Now Kown as Total Rewrad search)
London and New York
04.2022 - 11.2022
- Spearheaded data migration from Mercury (CRM D365) to Ezekia CRM, ensuring accurate and efficient transitions.
- Attended and presented at weekly meetings with national and international directors and stakeholders.
- Designed quarterly road maps based on past trends, working closely with stakeholders to achieve organizational short-term and long-term goals.
- Streamlined weekly system training sessions for new members, speeding up the onboarding process by up to 15%
- Maintained data integrity within Mercury (CRM D365), ensuring all records were current and compliant with the data lifecycle.
Associate Consultant
Oakleaf Partnership
City of London, Greater London
10.2021 - 04.2022
- Built and maintained excellent working relationships with clients and stakeholders.
- Managed client expectations and delivered tailored solutions to meet recruitment needs effectively.
- Provided expertise and support to clients, speeding the hiring process by 17%
- Developed networking and relationship-building abilities to secure new clients within the financial industry, bringing in new jobs weekly.
- Completed assigned tasks quickly and accurately, using strong time management and prioritisation.
- Provided strategic recommendations to clients within the Reward Analytics space to ensure the correct candidates were hired
Education
Bachelor of Science (Hons) - Music and Sound Production Technology
Bournemouth University
Bournemouth 09.2018 - 06.2021
Skills
- Project Management: Task prioritisation(Trello and Jira) and workflow management
- Communication: Report generation, team collaboration and Stakeholder management (national and international)
- Microsoft: Microsoft Dynamics 365, Microsoft Office Suite, and Microsoft 365
- Data Management: Database management, data entry and data cleaning
- Data Analysis: Data reporting and data visualisation
- Tools and software: Microsoft Excel, Power BI, XRM Toolbox, Power Automate and Power Platform
Timeline
CRM administrator
Chatham House
03.2025 - Current
Group Data Integrity & Reporting Coordinator (Ops)
Oakleaf Group
11.2022 - 02.2025
Data Coordinator
Oakleaf TRS (Now Kown as Total Rewrad search)
04.2022 - 11.2022
Associate Consultant
Oakleaf Partnership
10.2021 - 04.2022
Bachelor of Science (Hons) - Music and Sound Production Technology
Bournemouth University
09.2018 - 06.2021
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